Vanguard Balanced Index-AdmVBIAX
13F holders, Q2 2026 (June 30)7holders +2
3new positions
0sold out
$54.25avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Vanguard Balanced Index-Adm (VBIAX) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Oakworth Capital, Inc. ($4.7M), First Merchants Corp. ($528K) and Williams Jones Wealth Management, LLC. ($459K).
- Company
- Vanguard Balanced Index-Adm
- CUSIP
- 921931200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $429K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 10,440 shares bought and 18 shares sold, net +10,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Oakworth Capital, Inc. | 0.22% | Reduce -0.0% | 86,004 | $4.7M |
| First Merchants Corp. | 0.02% | Add +8.2% | 9,715 | $528K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,444 | $459K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,354 | $345K |
| Kelleher Financial Advisors | 0.03% | Add +101.1% | 3,615 | $196K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 856 | $47K |
| NBT Bank, N.A. | 0.00% | New | 679 | $37K |
"% of holder's portfolio" is VBIAX's weight in each manager's 13F, not the share of Vanguard Balanced Index-Adm the manager owns.